Jennifer Lynn Griffin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2008 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2012 → Present
  Griffin Wealth Management & Tax, Llc
  Rochester, MI
• 09/2024 → Present
  Cbiz Inc
  Rochester, MI

Other Businesses

1) GRIFFIN WEALTH MANAGEMENT & TAX, LLC; INV REL; ROCHESTER, MI; FINANCIAL SERVICES AND TAX SERVICES, DBA; OWNER; START DATE 7/1/12; 120 HRS/MTH DURING SECURITIES TRADING HRS: 2) NAME OF OTHER BUSINESS: CBIZ Inc; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX SERVICES; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: SENIOR TAX MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PERFORMING TAX PLANNING, REVIEW AND PREPARATION REMOTELY;

Exams

• S66 Uniform Combined State Law Examination
  2002-02-14

Designations

• Certified Financial Planner

Other Names

• Jennifer Reinhart
• Jennifer Lynn Reinhart